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There are several ways for you to review what is happening during the budgeting or forecasting process, learn where the values have come from and understand why certain decisions are made. This information is useful at various stages during the process, from the high-level budget notes right down to the transaction level. It is particularly important to budget owners.

  • Workbook notes - The notes added by a budget owner to instruct users on how to complete the budget, explain how the budget model was built or provide any other useful information.

  • Audit log - A record of all changes that were made by all users to the cells and workflow rows in a worksheet tab.

  • Workflow history - The progress and history of the workflow, including any comments that were added.

  • Workflow comments - The comments added by users when they assign, submit or reject a task in the workflow.

  • Cell history - A record of all changes made to the values in a worksheet.

  • Cell comments - The comments added by users when they make changes to the values in a cell in the worksheet.

  • Transactions - The transactions in the underlying database that make up each value in the budget (or forecast) grid.

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